Atria Wealth Solutions’s MFS High Yield Municipal Trust CMU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72.1K | Buy |
21,725
+2,749
| +14% | +$9.13K | ﹤0.01% | 1443 |
|
|
2025
Q1 | $66.2K | Sell |
18,976
-17,859
| -48% | -$62.3K | ﹤0.01% | 1807 |
|
|
2024
Q4 | $130K | Buy |
36,835
+16,633
| +82% | +$58.5K | ﹤0.01% | 1853 |
|
|
2024
Q3 | $74K | Buy |
20,202
+1,000
| +5% | +$3.67K | ﹤0.01% | 1851 |
|
|
2024
Q2 | $65.9K | Buy |
19,202
+2,134
| +13% | +$7.32K | ﹤0.01% | 1848 |
|
|
2024
Q1 | $56.8K | Sell |
17,068
-60,807
| -78% | -$202K | ﹤0.01% | 1900 |
|
|
2023
Q4 | $258K | Sell |
77,875
-1,028
| -1% | -$3.4K | ﹤0.01% | 1596 |
|
|
2023
Q3 | $247K | Sell |
78,903
-12,814
| -14% | -$40.1K | ﹤0.01% | 1534 |
|
|
2023
Q2 | $295K | Sell |
91,717
-178
| -0.2% | -$573 | ﹤0.01% | 1448 |
|
|
2023
Q1 | $295K | Sell |
91,895
-3,000
| -3% | -$9.63K | ﹤0.01% | 1427 |
|
|
2022
Q4 | $297K | Sell |
94,895
-20,768
| -18% | -$65K | ﹤0.01% | 1358 |
|
|
2022
Q3 | $348K | Sell |
115,663
-374,446
| -76% | -$1.13M | 0.01% | 1206 |
|
|
2022
Q2 | $1.65M | Buy |
+490,109
| New | +$1.65M | 0.03% | 487 |
|